惊蛰研究所 . 探索发现新经济。 将投中网设为"星标⭐"，第一时间收获最新推送 拼完价格，拼"文化"。 作者丨 娅沁 以下文章来源于惊蛰研究所 ，作者惊蛰研究所消费组 来源丨 惊蛰研究所 随着全国气温的逐步上升，旅游旺季翩然而至。但当县域旅游、文博游、出境游等旅游方式成为旅游行业 热点时，原本小众的邮轮旅游也在悄悄崛起。 公开数据显示，今年春运期间，邮轮旅客运输量达17.2万人次，同比增长145.6%；五一假期，上海邮轮 口岸更是迎来"四船同靠"的盛况，单日出入境人员近3万人次，创下3年来新高。 面对眼下的市场热度，邮轮品牌们早已摩拳擦掌。为了抓住旅游旺季的市场机会，不少邮轮品牌将目光投 向了文化跨界的新玩法，推出与非遗、汉服等传统文化，甚至是哪吒、乐高等商业IP相关的主题旅游产 品。而这些文化跨界的新玩法，将邮轮经济带入新的蓝海。 邮轮旅游：拼完价格，拼"文化" 虽然2025年开年至今的亮眼数据，拉高了整个市场对"邮轮经济"的期待值。但在中国市场，邮轮作为一 种小众旅行方式一直难以流行。 长期以来，邮轮旅行的核心卖点始终围绕海上观光、娱乐设施、特色餐饮和免税购物等服务展开，这一模 式在市场培育期凭借清晰的功 ...

随着全国气温的逐步上升，旅游旺季翩然而至。但当县域旅游、文博游、出境游等旅游方式成为旅游行业热点时，原本小众的邮轮旅游也在悄悄崛起。 公开数据显示，今年春运期间，邮轮旅客运输量达17.2万人次，同比增长145.6%；五一假期，上海邮轮口岸更是迎来"四船同靠"的盛况，单日出入境人员 近3万人次，创下3年来新高。 面对眼下的市场热度，邮轮品牌们早已摩拳擦掌。为了抓住旅游旺季的市场机会，不少邮轮品牌将目光投向了文化跨界的新玩法，推出与非遗、汉服等传 统文化，甚至是哪吒、乐高等商业IP相关的主题旅游产品。而这些文化跨界的新玩法，将邮轮经济带入新的蓝海。 邮轮旅游：拼完价格，拼"文化" 虽然2025年开年至今的亮眼数据，拉高了整个市场对"邮轮经济"的期待值。但在中国市场，邮轮作为一种小众旅行方式一直难以流行。 长期以来，邮轮旅行的核心卖点始终围绕海上观光、娱乐设施、特色餐饮和免税购物等服务展开，这一模式在市场培育期凭借清晰的功能定位，有效覆盖 了大众消费者的基础需求。 然而，随着中国邮轮市场进入成熟阶段，同质化问题逐渐成为发展瓶颈。大同小异的服务项目，高度重叠的日韩航线，使得差异化竞争优势逐渐丧失，已 难以满足新一代消 ...

Core Insights - The implementation of the visa-free policy for foreign tourist groups arriving by cruise has significantly boosted China's cruise economy, with a notable increase in international tourist arrivals and spending [1][2][4] Group 1: Visa-Free Policy Impact - The visa-free policy has led to a "customs revolution," resulting in a surge in cruise traffic, with over 580 cruise ships and more than 2.26 million passengers recorded at Shanghai's border inspection station by May 2025 [2] - The Tianjin International Cruise Home Port saw a 67% increase in the number of cruise ships and a 93% increase in passenger volume year-on-year [2] - The policy has directly translated into a tourism consumption boom, with restaurant revenues around Tianjin's cruise port increasing by over 30% and Alipay spending by inbound tourists rising by 180% [2] Group 2: Cultural Experience Enhancement - The visa-free policy has not only increased visitor numbers but also fostered deeper cultural experiences, with international tourists engaging in local activities such as beer tasting in Qingdao and ceramic-making in Jingdezhen [4] - In 2024, over 20 million foreign visitors entered China under the visa-free policy, marking a 112.3% year-on-year increase, with the number of applicable ports expanding to 60 [4] - The influx of South Korean tourists significantly contributed to the increase in foreign visitors, with 1.67 million South Korean tourists entering Shanghai, a 4.7-fold increase from 2023 [4] Group 3: Streamlined Procedures - The entry process for foreign travelers has been simplified, eliminating the need for entry cards, fingerprinting, and stamps, reducing average processing time from 2 minutes to 3-5 seconds [5] - The scope of activities for tourists has expanded from coastal areas to include Beijing, allowing for a comprehensive "cruise + shore excursion" experience [5] Group 4: Challenges and Future Directions - Despite the successes, challenges such as cash dependency among older tourists and congestion during peak travel times have emerged [7] - China is implementing various service optimizations, including the use of automated inspection robots and a collaborative effort among six departments to enhance tourism infrastructure by 2027 [7] - Travel agencies are encouraged to design itineraries that avoid domestic holiday peaks to improve visitor experiences [7] Group 5: Conclusion - The popularity of cruising to China reflects the benefits of the visa-free policy and highlights China's cultural appeal and openness [9] - The ongoing optimization of policies and deep integration of cultural tourism are expected to further enhance the attractiveness of China as a travel destination [9]

Core Insights - The cruise economy in Tianjin has shown significant growth, with a 93% year-on-year increase in the number of outbound and inbound cruise passengers [1] - The Tianjin port has seen nearly 200 cruise ships over the past year, marking a 67% increase compared to the previous year [1] - The port welcomed over 350,000 passengers, including more than 11,000 foreign travelers, which represents a 37.5% increase in foreign passenger numbers [1] Summary by Categories - **Cruise Operations** - The "Dream" cruise ship recently docked at Tianjin International Cruise Home Port with over 2,000 passengers [1] - The port experienced a record of 15,000 travelers processed on May 1, with over 400 utilizing the "240-hour visa-free transit" policy [1] - **Passenger Statistics** - The total number of inbound and outbound cruise passengers exceeded 350,000, reflecting a 93% increase year-on-year [1] - On May 6, the port set a new record for the number of foreign travelers departing, processing over 3,000 individuals [1]

Core Insights - The implementation of the visa-free policy for foreign tourist groups arriving by cruise at Tianjin port has led to a significant increase in cruise traffic and passenger numbers, with nearly 200 cruise ships and over 350,000 passengers recorded since the policy's inception [1][2] - The efficiency of customs clearance has improved dramatically, with individual passenger clearance times reduced to 3-5 seconds, doubling the overall clearance efficiency [1][2] Group 1 - The number of inbound and outbound cruise ships at Tianjin port has increased by 67% year-on-year, while the number of cruise passengers has surged by 93% [1] - The policy has also facilitated the entry of over 11,000 foreign passengers, marking a 37.5% increase compared to previous periods [1] - The "Dream" cruise ship recently docked at Tianjin International Cruise Home Port, carrying over 2,000 passengers, highlighting the effectiveness of the new policy [1] Group 2 - To manage the surge in passenger flow, the East Jiang Border Inspection Station has implemented pre-boarding information collection and introduced smart equipment like automated monitoring robots, enhancing the accuracy of port control [2] - On May 1, the station processed over 15,000 passengers in a single day, setting a new record for daily passenger clearance since the resumption of cruise operations [2] - The station also recorded over 400 passengers utilizing the "144-hour transit visa exemption" on the same day, indicating a growing trend in international cruise travel [2]

Group 1: Domestic Tourism Market - The domestic tourism market during the "May Day" holiday showed a structural differentiation with a total of 314 million trips, a year-on-year increase of 6.4%, and total consumption reaching 180.27 billion yuan, up 8% year-on-year [1][2] - The average spending per person was 574 yuan, which, while higher than last year, remains below the 2019 level, indicating a shift from "scale expansion" to "quality upgrade" in consumer behavior [2] - High-star hotels saw significant growth, with four-star bookings increasing by 54% and five-star bookings by 28%, outperforming lower-star hotels [2] Group 2: Hotel Industry Performance - The overall hotel occupancy rate during the holiday was 64.93%, with RevPAR reaching 184 yuan, a year-on-year increase of 7.5% [2] - High-star hotels showed particularly strong performance, with a notable increase in bookings from residents in third-tier cities, which rose by 50% [2] - The hotel industry in cities like Bengbu, Huaihua, and Yangjiang reported occupancy rates exceeding 100%, indicating robust demand in lower-tier cities [6] Group 3: Outbound Tourism and Global Market Activation - The outbound tourism market experienced a "dual-direction" surge, with 10.896 million inbound and outbound trips during the "May Day" holiday, a 28.7% increase year-on-year [7] - The implementation of visa-free policies significantly boosted inbound tourism, with 380,000 foreign visitors entering under these policies, a 72.7% increase [7] - The cruise economy emerged as a major highlight, with international cruise bookings increasing by over 60%, and popular destinations including Japan, Hong Kong, Thailand, and South Korea [8] Group 4: Cruise Industry Innovations - Domestic cruise brands like Aida Cruises showcased strong market penetration, with their first large cruise ship achieving a capacity of 4,900 passengers during the holiday [8] - Royal Caribbean International emphasized its commitment to the Chinese market by introducing innovative cruise products and services tailored to local consumer preferences [9] - The shift in tourism consumption from "niche enjoyment" to "mass demand" is evident, driven by rational pricing and upgraded experiences [9]

Group 1 - The arrival of the "Regatta" cruise ship marks the official start of the 2025 cruise season in Dalian, with over 600 international passengers onboard [1][2] - Dalian is recognized as the only cruise home port in Northeast China, attracting increasing attention from both domestic and international tourists, indicating a robust inbound and outbound tourism market [2][4] - The "Regatta" cruise has a total tonnage of 30,300 tons, a length of 180.45 meters, a width of 25.46 meters, and a maximum passenger capacity of 777 [2] Group 2 - Dalian Maritime Safety Administration has implemented a "one ship, one policy" tracking guarantee plan to ensure safe docking and efficient customs clearance for cruise ships, achieving "zero waiting time" for entry and exit [4] - The port is expected to welcome additional cruise ships this year, including the "Zhengzhou Yidun" and "Seven Seas Explorer," with the "Aida Mediterranean" cruise ship set to depart from Dalian for the first time in five years [4]

Group 1 - The Shanghai cruise market has shown significant growth in early 2025, with approximately 230 cruise entries and exits and around 880,000 passengers, representing increases of 105.3% and 78.2% respectively compared to the same period last year [1][2] - The Shanghai border inspection station has facilitated over 48,000 foreign travelers, with about 20,000 benefiting from visa-free policies, enhancing the travel experience [1] - The introduction of innovative tourism service models by cruise companies, such as the "Aida·Magic City" cruise focusing on cultural experiences and the "Spectrum of the Seas" cruise combining air travel with cruising, has attracted more international travelers [1] Group 2 - The development of composite tourism products like "Cruise+" has rapidly advanced the Shanghai cruise economy, positively impacting surrounding tourism, hotel, and dining industries [2] - During the upcoming May Day holiday, the Shanghai cruise port is expected to experience a peak in passenger flow, with over 10 cruise entries and exits and an estimated 37,000 travelers from May 1 to May 5 [2] - The Shanghai border inspection station plans to dynamically adjust personnel deployment and optimize customs processes to ensure smooth and safe operations during the holiday peak [2]

6 4 1 近日，长城证券首席经济学家汪毅在"上证·首席讲坛"发表演讲并接受上海证券报记者专访。关于提振 消费市场，汪毅表示，可通过优化收入再分配机制、完善社会保障体系、稳定房地产市场与资本市场等 方式，提升居民收入水平，从而激发消费潜力。 多维发力促消费长效增长 今年以来，"以旧换新"政策力度更大、补贴范围更广，成效显著。 国家统计局数据显示，今年一季度社会消费品零售总额12.47万亿元，同比增长4.6%，比2024年全年加 快1.1个百分点。在"以旧换新"政策推动下，绿色智能产品销售快速增长。商品零售额同比增长4.6%， 增速比2024年全年加快1.4个百分点。限额以上单位商品零售额增长5.8%，增速比2024年全年加快3.1个 百分点，其中通讯器材、文化办公用品、家电、家具零售额同比分别增长26.9%、21.7%、19.3%和 18.1%。 此外，今年一季度乘用车零售量同比增长5.8%，其中新能源乘用车零售量增长36.4%，渗透率达 47.2%。3月，部分重点监测企业智能家居产品销售额同比增长超10%。 汪毅 ◎记者 高志刚 稳楼市还有不少"招数" "当然，更为关键的是居民财产性收入，这主要涉及资本市场 ...